AUM per client for Supported firms serving clients in California

Supported firms active in California 1,435 firms

Very Low $150K-$410K

Low $410K-$710K

Typical $710K-$1.1M

High $1.1M-$1.7M

Very High $1.7M-$3.8M

5th 20th 40th 60th 80th 95th

Median: $880K

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Firm	AUM/client	AUM	Clients	HNW client %
Whitespace Financial, LLC	High $1.4M	$39M	27	37%
WWM Advisory Inc.	Very High $3.7M	$200M	54	70%
Vistica Wealth Advisors, LLC	Very High $2M	$220M	109	61%
Abundant Wealth Partners, LLC	Very High $1.9M	$100M	55	89%
Ahara Advisors	Very High $3.4M	$190M	55	100%
Clayton Partners LLC	Very High $2.1M	$110M	55	47%
Incline Investment Advisors, LLC	Typical $830K	$92M	110	51%
Johnson Lyman Wealth Advisors	Very High $3.4M	$190M	55	84%
LBG Advisor	Very Low $210K	$11M	55	0%
Meyers Financial Services	Low $510K	$28M	55	7%
Schultz Financial Group Incorporated	Very High $1.9M	$210M	110	52%
The Goodland Group	Low $650K	$71M	110	70%
Veda Financial Investment Advisory	Typical $1M	$55M	55	100%
Topturn Capital, LLC	High $1.5M	$130M	83	54%
Broxton Capital Advisors	Low $520K	$29M	56	25%
Bruce Colin and Company	Very High $8.2M	$230M	28	100%
Clemensen Capital Company LLC	Low $590K	$67M	112	32%
Daniel Investment Associates, LLC	Very High $6.6M	$190M	28	100%
Essential Partners LLC	Very High $6.4M	$360M	56	100%
Kanan Advisors	Typical $910K	$51M	56	34%
Knuff & Company LLC	Very High $14M	$390M	28	100%
Manuka Financial	Very High $3.9M	$220M	56	89%
MW Investment Strategy	High $1.5M	$42M	28	100%
Tidecrest Wealth Management, LLC	Very High $2.4M	$200M	84	81%
West Coast Capital Management, LLC	Very Low $250K	$21M	84	18%
Brooklyn Plans LLC	Very Low $240K	$20M	85	5%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Seek First Inc.	Very High $2.9M	$250M	85	74%
Dedicated Capital Advisors, LLC	Very High $2.6M	$150M	57	75%
Focus Point Capital LLC	High $1.1M	$63M	57	100%
Hawley Advisors	High $1.3M	$72M	57	42%
Hutchinson & Ziegler Financial Advisors, Inc.	Very High $3.8M	$210M	57	88%
Tax Efficient Asset Management Solution, Inc.	High $1.7M	$97M	57	79%
Vega Capital Group LLC	Very High $2M	$120M	57	65%
Copia Wealth Management Advisors, Inc.	Very Low $230K	$20M	86	2%
CS Tomasi Wealth Management	High $1.2M	$100M	86	33%
Kaiyo Wealth LLC	Very High $2.8M	$240M	86	60%
Auxi Asset Management, LLC	High $1.7M	$97M	58	72%
Coast Bridge Capital	Very Low $270K	$16M	58	24%
Merus Advisors, LLC	—	—	58	0%
PortSalus Wealth Management	Typical $1M	$58M	58	36%
Purposeful Strategic Partners	Very Low $200K	$12M	58	5%
Sherwood Financial Partners, LLC	Very High $2.9M	$260M	87	45%
Trillium Investments	Very High $2.1M	$120M	58	81%
Virji Investments, Inc.	Low $580K	$34M	58	12%
Weisberg Capital Management	Very Low $180K	$11M	58	19%
Athos Private Wealth LLC	High $1.6M	$190M	117	64%
Carrington Advisors, LLC	Typical $910K	$110M	117	24%
Five Oceans Advisors	Very High $3.8M	$450M	117	63%
Bradley & Company Private Wealth Management, LLC	Very High $4.3M	$250M	59	85%
Henney Wealth Management	High $1.4M	$84M	59	39%
Radiant Wealth Planning	Very Low $250K	$15M	59	0%
Sierra Hotel Financial LLC	Very Low $410K	$24M	59	14%
Define Financial, LLC	Very High $2.3M	$270M	119	72%
BOLT Wealth Management LLC	Very Low $310K	$37M	120	6%
Bristlecone Value Partners, LLC	Very High $2M	$180M	90	69%
Hayes Hart Cpa's Wealth Management, Inc	High $1.4M	$42M	30	47%
Illumine Investment Management, LLC	Very High $2.1M	$190M	90	32%
Lussenheide Capital Management, Inc	Typical $740K	$44M	60	0%
Marathon Capital Management, LLC	High $1.2M	$70M	60	33%
Mountain Vista Wealth Management	Typical $840K	$50M	60	35%
Planful Finance LLC	Typical $890K	$54M	60	33%
Premier Wealth Advisors, Inc.	Very Low $220K	$13M	60	0%
Pysnik Financial, LLC	Typical $750K	$45M	60	37%
Serene Point Advisors LLC	Low $550K	$33M	60	30%
Thompson Wealth Management, Inc.	—	—	30	0%
ProsperiTea Planning	High $1.5M	$180M	121	52%
LTG Capital LLC	High $1.6M	$140M	91	33%
Three Oaks Wealth	Typical $850K	$78M	91	51%
Cypress Path Capital, LLC	High $1.3M	$80M	61	70%
Holzberg Wealth Management, Inc.	Typical $980K	$60M	61	49%
JR Snell Capital Management, LLC	Low $520K	$32M	61	20%
Sachi Financial Planning	Very Low $95K	$5.8M	61	15%
Trillium Square Advisors LLC	Low $710K	$43M	61	57%
Martin Wealth Management, LLC	—	—	92	0%
Collar Capital Management, LLC	High $1.4M	$170M	123	41%
Brennan Capital Management LLC	Low $650K	$40M	62	23%
Butler Financial Services	Very High $2.5M	$150M	62	71%
D. M. Brenner, Inc.	High $1.5M	$180M	124	44%
Heyman Wealth Management, LLC	High $1.3M	$83M	62	50%
Hurley Wealth Management Group, Inc	Typical $960K	$30M	31	35%
Legacy Wealth Advisors, LLC	Very High $2.8M	$170M	62	74%
Sharper & Granite LLC	Very High $2.6M	$330M	124	52%
Taylor Advisory Group	High $1.4M	$84M	62	77%
Bull Oak Capital, LLC	Very High $2.1M	$260M	125	98%
Dorato Capital Management	High $1.5M	$140M	94	0%
Van Strum & Towne Inc	Very High $4.4M	$410M	94	81%
Aventura Capital Management, LLC	Very Low $380K	$48M	126	10%
Broadwing Capital Advisors, Inc.	Very High $2M	$130M	63	76%
Butler Financial Services, Ltd.	Typical $720K	$45M	63	0%
Altamont Wealth Management, Inc.	Very High $4M	$130M	32	78%
Bennett Selby Investments, L.P.	Very High $3.5M	$330M	96	92%
CFG Wealth Management Services Inc	High $1.3M	$80M	64	64%
Madrid Wealth Management	High $1.7M	$210M	128	43%
Pariax Private Wealth Management	Very High $3.6M	$110M	32	84%
Strategic Investment Advisors, Inc.	High $1.2M	$74M	64	41%
The Sullivan Group	Typical $780K	$75M	96	29%
Trellis Wealth Advisors, LLC	Very High $3.7M	$480M	128	82%
Turtle Bay Group, Inc.	Very Low $0	$0	64	86%
Private Client Wealth Advisors, LLC	Low $420K	$41M	97	0%
Round Table Investment Strategies, LLC	Typical $910K	$88M	97	36%
Tactical Wealth Partners	Very Low $140K	$13M	97	0%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
Finwell, Inc.	Typical $730K	$94M	130	16%
Strategic Wealth Capital	Very High $3.6M	$230M	65	22%
Alongside Wealth Advisors, LLC	High $1.3M	$85M	66	36%
Canaccord Genuity Wealth management	High $1.5M	$100M	66	55%
Hemispheres Investment Management	Very Low $270K	$18M	66	0%
Integrity Wealth Management, LLC	High $1.1M	$110M	99	32%
King Wealth Advisors, LLC	High $1.3M	$88M	66	48%
Petersen and Hicks	—	—	66	0%
Rocket Capital Management, L.L.C.	Very Low $400K	$27M	66	20%
Sustain Financial Inc.	Low $590K	$39M	66	35%
Taurus Financial	High $1.3M	$85M	66	94%
Shelter Rock Management, LLC	High $1.3M	$170M	133	68%
Aberle Investment Management LLC	High $1.2M	$77M	67	33%
Atala Financial Inc	Very High $5.4M	$360M	67	69%
Envest Asset Management, LLC	Low $680K	$46M	67	19%
GoTo Financial	Typical $960K	$64M	67	60%
Marest Capital, LLC	Very High $3.5M	$230M	67	22%
Seawise Financial, Inc.	High $1.1M	$75M	67	21%
SimplyRich	Very High $6.6M	$440M	67	67%
TEAM Elevated Asset Management	Very Low $290K	$20M	67	28%
Verona Capital Management LLC	High $1.2M	$80M	67	24%
Zenith Investment Management, LLC	Typical $770K	$78M	101	29%
Alpha Analytics Investment Group LLC	Very High $3.7M	$250M	68	59%
Harrington Investments, Inc.	Very High $2.9M	$290M	102	78%
Reyes Financial Architecture Inc.	High $1.2M	$200M	170	69%
Summit Financial Advisors, Inc.	High $1.5M	$200M	136	29%
Veritas Financial Consulting LLC	High $1.3M	$86M	68	53%
White Aspen Capital LLC	Very Low $230K	$16M	68	12%
Advanced Financial Strategies Inc	Very High $1.8M	$250M	137	65%
DBA Seaside Financial & Insurance Services	Low $590K	$81M	137	18%
Pacific Global Investment Management Company	Low $570K	$80M	124	33%
Blodgett Wealth Advisors, LLC	Very High $2.3M	$240M	103	53%
Five Mile River Investment Management, LLC	Typical $830K	$85M	103	100%
Peak Capital Management, LLC	High $1.5M	$150M	103	29%
Align Wealth Management, LLC	High $1.7M	$120M	69	49%
Chacon Diaz & Di Virgilio Wealth Management, LLC	Low $620K	$86M	138	21%
Gates Pass Advisors, LLC	Very High $3M	$210M	69	91%
Morgan Stevens Asset Management, LLC	Typical $1.1M	$74M	69	43%
Nich Capital Partners, Inc.	Very High $2.1M	$150M	69	100%
Ryan Investments	Very High $1.9M	$270M	138	73%
Laguna Capital Management, Inc.	Typical $830K	$86M	104	26%
Stonebrook Capital Management, Inc.	Low $640K	$66M	104	15%
NIM Wealth Solutions	Typical $840K	$120M	139	53%
Cultivating Wealth	High $1.2M	$210M	175	37%
Galileo Planning Group, Inc.	—	—	140	0%
Hoskin Capital	Very Low $110K	$13M	47	13%
Investment Advisor Associates, Inc.	Low $530K	$37M	70	23%
Keith McBride Financial Services Inc.	Very Low $400K	$28M	70	20%
Lanyon Advisory Services	High $1.5M	$110M	70	63%
Mulholland & Kuperstock Asset Management, LLC	Low $680K	$48M	70	53%
Pandora Wealth, Inc.	Very High $2.7M	$280M	105	81%
Sidoxia Capital Management, LLC	High $1.2M	$120M	105	43%
Thalassa Capital LLC	High $1.4M	$100M	70	26%
The McBride Group	Low $690K	$73M	105	17%
Thrive Retirement Specialists	Very High $4.3M	$300M	70	100%
Arkenstone Financial, LLC	Low $630K	$90M	141	18%
Abundant Wealth Strategies	Typical $1.1M	$77M	71	27%
Goldenstone Wealth Management	Very High $2.5M	$180M	71	77%
James Curtis Financial And Insurance Services	High $1.4M	$99M	71	41%
JDM Financial Group LLC	Very High $2.5M	$350M	142	70%
R & R Financial	Very Low $290K	$21M	71	15%
Tessara Wealth	High $1.1M	$160M	143	40%
Cantu Tactical Wealth Management, Inc.	Typical $710K	$51M	72	0%
Chinese Abraham Investment Advisors LLC	Typical $1M	$36M	36	61%
Del Mar Wealth Management Inc	Very High $2.3M	$170M	72	81%
MarketTrend Advisors, Ltd.	Low $460K	$33M	72	31%
McClure Investment Management, LLC	Typical $900K	$65M	72	25%
Modern Financial Planning	High $1.6M	$120M	72	68%
Montage Financial Advisors	Very High $2.8M	$100M	36	81%
Optivest, Inc.	Very High $2.9M	$310M	108	52%
Pathway Advisors, LLC	Low $480K	$52M	108	6%
Quinley Stewardship LLC	Typical $720K	$26M	36	47%
Redwood Grove Wealth Management	Very High $2.1M	$150M	72	68%
Slayton Lewis Inc	Very High $4.4M	$320M	72	82%
Stinson Capital Management, LLC	High $1.5M	$55M	36	56%
Vios Asset Management LLC	Low $480K	$17M	36	92%
Financial Coaching Partners LLC	Very Low $0	$0	145	0%
Universal Wealth Management LLC	Very Low $190K	$28M	145	6%
Backbone Planning Partners LLC	Typical $780K	$85M	109	24%
Client First Capital, LLC	Very High $3.7M	$270M	73	88%
Flatrock Wealth Partners LLC	Very High $5.7M	$420M	73	100%
Gerstemeier Financial Group,LLC	Very High $1.9M	$140M	73	59%
Havaplan Financial	High $1.4M	$99M	73	33%
Peltoma Capital Partners	Very High $2.3M	$170M	73	66%
Sanders Retirement Planning LLC	Typical $850K	$62M	73	34%
McBroom & Associates, LLC	Very High $2.1M	$230M	110	53%
Amoretti Wollman Capital Management	Very Low $200K	$23M	111	11%
BMA Advisors, LLC	Very Low $220K	$24M	111	7%
BSIAS Advisors, LLC	Typical $770K	$57M	74	41%
Coho Advisory Services, LLC	Very Low $310K	$46M	148	5%
Kingdom Capital Advisors, LLC	Very Low $330K	$24M	74	42%
Lightcap Financial Group, LLC	Very Low $250K	$19M	74	47%
Seneca Private Wealth, LLC	Typical $810K	$30M	37	11%
The Leonard Financial Group, LLC	Low $640K	$48M	74	20%
Vineyard Wealth Advisory LLC	Low $520K	$38M	74	14%
Yoder Wealth Management	Very High $4.5M	$330M	74	91%
15 Equity	Typical $1.1M	$120M	112	54%
Eden Capital Management, LLC	Typical $850K	$95M	112	31%
Sage Stone Wealth Management LLC	Very High $2M	$230M	112	50%
Acap Asset Management, Inc.	High $1.5M	$220M	150	54%
Alexander Beard (USA) Inc.	Low $650K	$49M	75	23%
Meridian Venture Partners, Inc	Very Low $63K	$4.7M	75	0%
Optimus Advisory Group	Very Low $410K	$31M	75	17%
Plectrum Advisers LLC	Typical $960K	$72M	75	13%
C.M.Bidwell & Associates Ltd	High $1.2M	$190M	151	9%
Prism Planning Partners	High $1.6M	$240M	151	36%
30-40 Wealth Partners	High $1.3M	$48M	38	61%
APP	Very Low $140K	$11M	76	0%
Granite Capital	Very High $4.1M	$310M	76	82%
Imprint Wealth LLC	High $1.7M	$130M	76	46%
Intentional Wealth Partners	Very Low $400K	$60M	152	13%
Kentor Financial	—	—	76	0%
Somerset Wealth Management, LLC	Very Low $230K	$17M	76	64%
Wheels Up Wealth, Inc.	High $1.1M	$130M	114	40%
Altamira Financial Group, LLC	High $1.1M	$130M	115	14%
NIX Wealth Management	Typical $710K	$82M	115	0%
Fern Financial Group, LLC	Low $680K	$53M	77	23%
Greenway Financial Advisors LLC	High $1.3M	$100M	77	43%
Main Avenue Financial Services, LLC	High $1.3M	$100M	77	56%
Pacific Canyon Investments	Very Low $190K	$14M	77	10%
Torrey Wealth, LLC	Very High $2.3M	$180M	77	87%
Cornerstone Wealth Advisors, Inc.	Typical $920K	$140M	155	32%
Dynamic Wealth Strategies, LLC	High $1.2M	$180M	155	37%
NRG Wealth Management	High $1.6M	$240M	155	46%
Banta Asset Management LP	Typical $1.1M	$130M	117	54%
Bourne Lent Asset Managament, Inc.	Very High $3.5M	$270M	78	67%
Ciro Capital LLC	High $1.4M	$110M	78	37%
Diversified Capital Group	Low $470K	$37M	78	0%
McIntosh Capital Advisors, Inc.	Typical $720K	$56M	78	35%
Menlo Advisors LLC	Very High $8.7M	$340M	39	69%
PNW Asset Management	High $1.4M	$110M	78	55%
Vigilare Wealth Management LLC	Very High $2M	$320M	157	50%
Eiger Wealth Management, LLC	Very High $2.8M	$320M	118	66%
APM Wealth	Low $600K	$47M	79	27%
Green Era Financial LLC	Low $430K	$34M	79	28%
MD Wealth Partners, Inc	Typical $730K	$58M	79	27%
Fpfoco	High $1.3M	$150M	119	34%
Skyline Financial Northwest	High $1.1M	$130M	119	65%
Rosenblum Silverman Sutton Sf Inc	Very High $3M	$480M	159	67%
Alethea Capital Management, LLC	Very High $5M	$200M	40	75%
Larsen Wealth Management	High $1.4M	$170M	120	38%
Ridgewood Capital Management	Low $490K	$39M	80	18%
The Wealth Conservatory	High $1.1M	$140M	121	48%
Growth Horizons Wealth Management LLC	Low $630K	$51M	81	25%
Kalinowsky Asset Management	Very High $3M	$240M	81	63%
First and Main Financial	High $1.4M	$170M	122	60%
Figure 8 Investment Strategies LLC	High $1.3M	$220M	163	44%
Orion Capital Management LLC	Very High $2.1M	$350M	163	45%
Actuarial Direct LLC	Very Low $57K	$4.7M	82	0%
Brightscape Investment Centers	Typical $1M	$130M	123	32%
Crystal Cove Asset Management	High $1.5M	$120M	82	43%
Kohr Investments	Very Low $290K	$24M	82	10%
Northern Lights Advisors, Inc.	Very High $2.1M	$260M	123	41%
Santara Wealth Management LLC	Typical $920K	$75M	82	76%
Wellacre Global Wealth Advisors	High $1.1M	$92M	82	52%
Sonoma Private Wealth LLC	Very High $1.9M	$150M	83	59%
Twin Lakes Capital	Very High $3.5M	$290M	83	59%
Davies Financial Advisors, Inc.	Typical $720K	$90M	125	17%
Inflection Advisors	Low $490K	$61M	125	25%
Modern Wealth LLC	Very Low $170K	$21M	125	2%
Stillwater Capital Management	Low $650K	$81M	125	30%
Coastwise Capital Group, LLC	High $1.3M	$210M	167	40%
Chrome Advisors	High $1.7M	$140M	84	43%
Impactfolio LLC	Very High $2.3M	$290M	126	79%
Lagos Wealth Advisors	Very Low $400K	$50M	126	11%
Mana Financial Life Design	Typical $820K	$100M	126	30%
Manhattan Global Asset Management LLC	Very High $4.9M	$210M	42	100%
Romain Walsh Clerou Professional Investment Mgmt	Very High $5.2M	$220M	42	79%
Synergy FG	Very High $2.9M	$360M	126	66%
Kevin Kennedy, LLC	—	—	169	0%
Archer Wealth Advisors	Low $600K	$76M	127	13%
Holton & Kosanke Wealth Management, LLC	—	—	127	0%
O'Neill Financial Management, Inc.	Low $550K	$70M	127	13%
Beyond Wealth Advisory LLC	Typical $880K	$75M	85	62%
Oak Street Advisory Group, LLC	Typical $1M	$85M	85	27%
Ridgewood Investments	High $1.7M	$290M	170	33%
Allstreet Wealth	Low $510K	$65M	128	35%
Finance Wisdom	Low $460K	$58M	128	2%
DWR Wealth Management, LLC	High $1.2M	$200M	171	48%
Family Investment Management L.P.	Very Low $340K	$29M	86	44%
Financial Security Solutions, Corp.	Typical $790K	$68M	86	40%
GKV Capital Management Co Inc	Very High $2.1M	$360M	172	79%
Lorintine Capital	Typical $790K	$34M	43	7%
Prosperity Wealth Planning LLC	High $1.6M	$270M	172	65%
Sampatti financial llc	Very Low $390K	$34M	86	19%
North Ridge	High $1.7M	$220M	130	54%
Wiser Advisor Group	Typical $870K	$110M	130	75%
Axion Wealth Advisors	Low $680K	$59M	87	32%
Moler Capital Management	Very High $2.1M	$180M	87	51%
Dean Roland Russell, LLC	Very High $2M	$350M	175	79%
Adap Tax Financial, Inc.	Typical $830K	$36M	44	16%
Compass Investments LLC	Low $530K	$93M	176	15%
Family Financial	Very High $2.8M	$250M	88	59%
Guide Financial Planning	Low $530K	$70M	132	20%
The Freyr Group	Low $490K	$65M	132	19%
Vesta Wealth Management, LLC	Very High $7.6M	$330M	44	86%
Tidal Creek Capital Advisors	Low $700K	$120M	177	21%
BBJS Financial Advisors, LLC	Very High $3.7M	$330M	89	34%
Bernard & Johnson Family Wealth Management	High $1.2M	$110M	89	34%
Marrick Wealth	Very High $2.4M	$210M	89	93%
Plan B Investments, Inc.	Very Low $260K	$23M	89	30%
Waits Investments, LLC	Typical $880K	$78M	89	16%
Wynn Capital Management, LLC	High $1.1M	$100M	89	46%
Alamar Capital Management, LLC	Very High $2.5M	$220M	90	84%
Compass Capital Investments LLC	Very Low $100K	$13M	135	12%
Delphinus Financial Advisors, LLC	Very High $1.7M	$160M	90	71%
Everest Private Wealth	Very High $4.6M	$410M	90	96%
EverythingHR Financial Services LLC	Very Low $260K	$23M	90	0%
Gen Y Planning	Low $600K	$54M	90	12%
Oder Investment Management, LLC	Very High $1.8M	$330M	180	40%
Soesbe Financial	Very High $1.9M	$84M	45	58%
Vista Investment Management, LLC	High $1.6M	$280M	180	43%
Strategic Wealth Management LLC	Low $440K	$79M	181	74%
RF&L Wealth Management, LLC	Very High $2.7M	$370M	136	57%
Wulff, Hansen & Co.	Typical $970K	$130M	136	48%
Baker Street Asset Management, LLC	Typical $1M	$92M	91	36%
Collaborative Portfolio Management	Typical $830K	$150M	182	37%
Stock Traders	Low $490K	$44M	91	0%
Alpha & Omega	Very Low $290K	$40M	137	2%
Defined Wealth Management, LLC	High $1.6M	$220M	137	32%
Burton Wealth Management	Low $470K	$43M	92	32%
Insight Investment Counsel	Very High $2.7M	$250M	92	64%
Ridgeline Private Wealth	Typical $930K	$170M	185	32%
AFS Investments	Very Low $390K	$55M	139	89%
Sterling Investment Management, LLC	Very High $2.5M	$350M	139	53%
Capital Financial Consultants Group, Inc.	Very Low $400K	$37M	93	56%
Financial Zen	High $1.6M	$150M	93	37%
Gw Financial	High $1.4M	$130M	93	56%
Rational Investment Management, LLC	Very High $4.3M	$400M	93	91%
St. Clair Financial	High $1.5M	$140M	93	41%
RPM Capital Management, LLC	Low $510K	$72M	140	96%
Victus Capital Wealth	High $1.5M	$280M	187	87%
Anselme Capital, Inc.	Low $690K	$65M	94	32%
Bridge Capital Consulting, LLC	Low $530K	$75M	141	21%
Contango Wealth Management LLC	High $1.3M	$120M	94	60%
Convexity Wealth Management, LLC	Low $680K	$64M	94	26%
Drh Investments, Inc.	Very High $1.9M	$170M	94	87%
Harbor Hills Financial Advisors	Typical $880K	$120M	141	5%
Marin Wealth Advisors LLC	Low $690K	$64M	94	0%
Messina Wealth Management, LLC	Typical $750K	$70M	94	22%
Palisade Wealth Management	Typical $940K	$130M	141	32%
Strategic Advocates, LLC	Very Low $240K	$34M	141	9%
TerraFirma Wealth Partners	High $1.3M	$120M	94	46%
Winslow Financial LLC	Low $520K	$98M	189	29%
Opus Private Wealth Group, LLC	Typical $900K	$130M	142	25%
Silver Oak Wealth Advisors Services, LLC	Very High $2.1M	$300M	142	56%
Clelland & Company Inc	Very High $2.3M	$220M	95	26%
Linden Rose Investment LLC	Low $650K	$62M	95	33%
Rylander Richter	Typical $1.1M	$100M	95	49%
Bayworth Capital	Low $460K	$88M	192	27%
Lula Financial	Very Low $0	$0	96	0%
Mathews Capital Management	Low $420K	$41M	96	58%
Fort Vancouver Investment Management, LLC	High $1.2M	$240M	193	42%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
Roberts Wealth Advisors, LLC	Very High $2.8M	$410M	146	86%
Waterrock Global Asset Management	Low $500K	$73M	146	36%
Carey Wealth Management	Very High $2.2M	$210M	98	47%
Ervin Investment Management	Very High $2.8M	$270M	98	56%
Marcus Capital, LLC	High $1.3M	$130M	98	43%
Nia Impact Capital	High $1.7M	$260M	147	52%
Paskin & Berler Capital Advisors, LLC	Very High $7.1M	$350M	49	94%
Silverlight Asset Management, LLC	High $1.3M	$63M	49	51%
The Financial Coaching Group, Inc.	Very Low $290K	$28M	98	4%
Wealth Financial Group West, Inc.	Very Low $220K	$22M	98	10%
Wealthrise Financial Planning, LLC	High $1.4M	$140M	98	57%
Hanke & Apolonio Wealth Advisors LLC	High $1.7M	$170M	99	47%
Balanced Plan Financial Investment Advisors, Inc.	Very Low $330K	$49M	149	3%
Ecos Wealth Advisors	Low $560K	$84M	149	19%
Carnegie Wealth Management LLC	Low $430K	$65M	150	7%
Cedar Ridge Investment Management LLC	Low $420K	$42M	100	0%
D'Arcy Capital Management, LLC	Very High $2.1M	$210M	100	38%
Duckett Wealth Management	Low $540K	$54M	100	17%
Family CFO Inc	Very High $5.7M	$290M	50	78%
Goodstein Wealth Management LLC	High $1.1M	$110M	100	46%
Kroeger Financial Partners	Typical $1M	$100M	100	34%
The O'Donnell Group	Very High $4.1M	$410M	100	100%
Veraz Advisors	Typical $730K	$110M	150	41%
44 Wealth Management LLC	Very High $1.9M	$390M	201	68%
Echo45 Advisors LLC	High $1.1M	$230M	201	31%
Trailhead Planners, LLC	High $1.2M	$190M	151	28%
AdvoWealth Advisors, LLC	Very Low $130K	$13M	101	5%
Larimer Capital Corporation	High $1.7M	$170M	101	45%
Miles Brown Asset Management	Typical $730K	$73M	101	40%
Axia Wealth Management Inc	Typical $850K	$130M	152	48%
CSI Wealth Management	Very Low $240K	$12M	51	2%
Fuhrmann Capital	Low $590K	$61M	102	35%
Grow With Me	Low $470K	$72M	153	25%
Money Managers, Inc.	Low $450K	$69M	153	13%
TOR Wealth Advisors, LLC	High $1.3M	$65M	51	29%
RSG Financial Group Inc	Low $450K	$46M	103	0%
Tower View Wealth Management LLC	High $1.5M	$300M	206	34%
Red Crane Wealth Management, LLC	Typical $950K	$150M	155	39%
Western Financial Corporation	High $1.7M	$270M	155	68%
Ehrlich Financial Group	High $1.2M	$250M	207	40%
Nwk Group	Very High $2.1M	$440M	207	51%
Archer Pointe Wealth Management, LLC	Very High $1.7M	$180M	104	58%
Cooper Capital Group	High $1.3M	$280M	208	28%
Delarme Wealth Management, Inc.	High $1.4M	$220M	156	56%
First Down Financial	Typical $1.1M	$57M	52	100%
Haynie Wealth Management LLC	Low $680K	$110M	156	22%
MacLean Capital Advisors, LLC	High $1.4M	$210M	156	42%
RMC Financial Advisors, LLC	Very Low $250K	$39M	156	6%
Aligne Wealth Advisors Investment Management (AWAIM)	Typical $1M	$210M	209	50%
Balanced Rock Investment Advisors	Typical $920K	$190M	210	38%
Shrier Wealth Management, LLC	Very High $2.5M	$390M	158	69%
Sincerus Advisory	High $1.1M	$180M	158	28%
Burr Financial Services, LLC	Typical $870K	$140M	159	34%
Guardian Investment Management	Very High $4.7M	$250M	53	81%
Pacific Specialty Investment Group, LLC	Typical $1.1M	$110M	106	41%
Monvia Financial L.P.	Low $560K	$89M	160	25%
Based Capital Wealth LLC	Very Low $400K	$43M	107	53%
Colton Wealth Management	High $1.2M	$130M	107	35%
Global Investment Solutions, LLC	Very Low $250K	$27M	107	21%
Rgb Capital Group	Typical $790K	$84M	107	44%
Advent Capital LLC	Low $620K	$67M	108	10%
Chen Financial Group, LLC	Very Low $0	$0	54	0%
FPC Investment Advisory, Inc.	Very High $2.3M	$360M	162	57%
Kennicott Capital Management LLC	Very High $5.9M	$320M	54	80%
Lumina Wealth Management, LLC	Typical $990K	$160M	162	30%
Mark Gillam Enterprises	Very High $1.8M	$200M	108	36%
Millennial Wealth Management, LLC	Very Low $330K	$36M	108	44%
Redwood Money	Typical $810K	$87M	108	31%
Vigil Wealth Management, LLC	Typical $880K	$140M	162	45%
Craftwork Capital LLC	Low $620K	$100M	163	18%
FSG Financial Services, Inc.	Very Low $320K	$52M	163	8%
Changing Parameters, LLC	Typical $910K	$99M	109	39%
Springwater Wealth Management, LLC	High $1.5M	$170M	109	49%
Cleveralpha	Low $510K	$28M	55	20%
Cross Border Financial Planning USA LLC	Typical $880K	$150M	165	38%
Evansbrook Capital Management	Very High $2.1M	$230M	110	61%
Life by Design Investment Advisory Services	Typical $1M	$57M	55	38%
Orchard City Wealth Management, LLC	Very High $2.1M	$110M	55	71%
Silvia McColl Wealth Management, LLC	Very High $2.5M	$270M	110	54%
Think Wealth, LLC	Very Low $44K	$4.9M	110	0%
Secure Wealth, Inc.	Low $600K	$130M	221	77%
Envision Retirement LLC	Low $570K	$95M	166	16%
Outpost Advisors, LLC	Low $640K	$71M	111	0%
Ascendant Capital Management	Low $570K	$64M	112	19%
EFC Wealth Management Firm LLC	Very Low $340K	$57M	168	5%
Fog City Advisors, LLC	High $1.3M	$140M	112	54%
Fruitage Financial LLC	High $1.4M	$78M	56	25%
Rockbridge Asset Management, Llc	Very High $3M	$170M	56	79%
Brentview investment Management, LLC	Low $620K	$100M	169	100%
Harding Wealth, Inc.	High $1.3M	$210M	169	38%
Madson Wealth Advisors Inc.	High $1.2M	$210M	169	43%
Tweddell Goldberg Investment Management	Typical $830K	$94M	113	53%
Quiver Financial Holdings LLC	Low $490K	$84M	170	41%

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